Capabilities directory
Find your team’s next superpower.
- Function: Sales
- Industry: E-commerce and retail
- Industry: Energy
- Industry: Insurance
- Industry: Manufacturing
- Industry: Nonprofits
- Business situation: Established businesses
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Results
10 capabilities
Business trip plan
The assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.
Evaluation unit trial review
When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.
Lapsed-customer win-back
Once a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.
Presentation outline and talk track
Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.
Price change review
Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.
Product configuration margin sheet
When sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.
Range margin by channel review
When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.
Weekly owner business brief
Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.
Wholesale order check
When a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.
Win-loss review
Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.